As Director of Managed Account Services at SRP, Kevin Toledano leads the implementation and management of personalized investment advice platforms for retirement plan participants. He is responsible for driving operational excellence and enhancing participant outcomes by leveraging innovative managed account solutions.
Kevin Toledano is a seasoned business leader with over 30 years of experience across financial services, consulting, electronics, and manufacturing industries. Prior to joining SRP, he served as Director of Managed Account Services for Prime Capital Retirement (formerly Qualified Plan Advisors) and spent 15 years running the in-plan managed account program at AIG VALIC (now Corebridge). His previous roles include Vice President at AIG VALIC, Principal at Strategy&, and Product Engineer at AMD.
Kevin holds an MBA from Duke University and a BS in Electrical Engineering from Cornell University.
Team3>

Tony Zantua

Fue Yang

Larry Vogt

Catarina Totten

Daniel Torres

Kevin Toledano

Max Taylor

Matt Stolle

Marissa Soto

